Austin Haywood December 9, 2009 Stock-Trak Exercise Throughout the duration of my experience with the Stock-Trak Trading Exercise, I decided to take some chances with the futures markets investing in gold, corn and oil. My reasoning behind this strategy w
Assignment #9 20 Points
Due 11/27 at 11 p.m.
Q1. The four key meanings of midlife work discussed in the text include social contact
(interactions with coworkers), personal needs (feelings of pride and self-worth),
financial needs (income and health benefi
FIR 3710 Investments
Diversification and Portfolio Risk
Portfolios of Risky Assets
Volatility of a Two-Stock Portfolio
Volatility of a Large Portfolio
FIR 3710 Investments
What determines the prices that we
observe in the market?
Capital Asset Pricing Model
Asset pricing theory
Asset Allocation Project
Due: Apr 23, 2015
Asset Allocation: Cyclones University
Objective: To engage you in a "real life" asset allocation exercise. The project will require you to apply
Due: Nov. 3, 2016
Asset Allocation: Riverdale College
Objective: To engage you in a "real life" asset allocation exercise. The project will
require you to apply fundamental concepts of m
Solutions to Problem Set #4
Rf i Rm Rf
1.= .0177 + 1.46 [.066]
p = wi i
= .25(.45) + .25(.75) + .25( .02) + .25(1.1)
p = wi i
= .60(1.25) + .40(0 )
= .60(.14) + .40(.06)
p = wi i
4. 1.5 = w(1) + (1 w)
Cash Related Items
Short Sale Proceeds:
Interest Earn Rate:
Interest Charged on Loan:
Total Mark to Market Value f
Class notes and Slides +
10.2: Bond pricing using the financial calculator not Excel. Bond pricing between coupons.
10.3: Bond yields not including Realized compound return versus YTM
10.4 Bond price over time. Stop with pag
1 Duration can be thought of as a weighted average of the maturities of the cash flows
paid to holders of the perpetuity, where the weight for each cash flow is equal to the
present value of that cash flow divided by the total present value of
Business Communication (Fall 2016)
Week-by-Week Schedule of Readings and Assignments
Review the course syllabus (objectives, schedule, and schedule).
Benefits of good communication skills; costs of ineffective
Callable bonds give the issuer the option to extend or retire the bond at the call
date, while the extendable or puttable bond gives this option to the bondholder.
Semi-annual coupon = $1,000 6% 0.5 = $30.
Rs Nappinnai (Nappi)
E-mail: [email protected]
Office Hours: Mon. 1PM to 2:00PM
and by appointment.
Text Book: Essentials of Investments by Zvi Bodie, Alex Kane, and Alan Marcus.
Assignment #8 20 Points
Due 11/13 at 11 p.m.
1) Below are 16 rules for Fighting Fairly. Identify one of your most difficult or
conflictual relationships and evaluate how well you fight. Place a Y, N, or S by each
statement. Y= yes you engage in this b
Mini Case on Warrant and Convertibles
Z Corp is a small online retailer specializing in womens fashion clothing,
cosmetics, jewelry, footwear, and perfumes. The unique designs offered by Z Corp
combined with good pricing strategy attracted customers from
Assignment #10 20 Points
Due 12/4 at 11 p.m.
The last assignment: writing your obituary what you would want to be written about you
when you have passed away. Just spend 20-30 minutes to complete this assignment, but take
this opportunity to think about y
E(rP A,B) = WA x E (rA) x+ WB x E (rB)
Covariance coefficient > Rho >
+1 to -1
Var (rA, rB) = W2A x A2 + W2B x B2 + 2WA x A x WB x B x AB
= E (re) - rf
= risk premium
Relates returns to
1. broad market factors
Some Hints and Tips on the Group Assignment
1. Compute monthly and annual means and standard deviations for the Riverdale complete
portfolio (i.e. including the 10% T-bills).
2. Tip: Use an X-Y scatterplot.
3. You can determine this easily by plotting the